1. Opening a sale

To begin, you can either start a new sale or continue an in progress sale that hasn't been completed.

New sale

To start a new sale, from the main menu, click Sales > New Sale.

In progress sale

You can continue an in progress sale in three different ways:

From the main menu, click Sales > Continue Sale.

Click Sales and under RECENT ACTIVITY, click the shopping cart icon next to the in progress sale.

Click Sales and under RECENT ACTIVITY, click View All to find and continue other in progress sales.

2. Attaching a customer to the sale

Attaching customers to sales is recommended:

to easily locate a sale for a refund,

to perform a targeted marketing campaign, and

for your general reporting purposes.

Attaching customers to sales is also important for your Retail account to recognize if they have a discount or sales tax applied to their customer account or their customer type. Depending on your settings, a customer may also be required to process a sale using a specific payment type or discount.

To attach a customer to the sale, you can either find an existing customer or create anew customer on the fly.

Existing customer

You can attach an existing customer to a sale by either entering their searchable details or using search filters.

New customer

If a new customer account is created for an already existing customer, the customer will now have duplicate customer accounts. To avoid duplicates, we recommend searching for an existing customer before creating a new one. If you do have multiple accounts for the same customer, you can merge them into one customer account.

Create a new serial number: Click Add NewSerial and scan or enter a Serial Number, a Color and a Size.

3. Adjusting the quantity of each item (optional)

Optionally, adjust the quantity of the items in the sale by:

scanning each additional item individually.

scanning one of the additional items multiple times.

entering thequantity in the item's QTY. field.

4. Removing items (optional)

If you need to remove items from the sale, click the trash icon to left of their descriptions.

4. Modifying the sale (optional)

In just a few clicks, you can modify the entire saleor the individual items. If you plan on modifying both, we recommend modifying the entire sale beforehand so you don't overwrite your individual modifications.

Modifying the entire sale

You can apply a discount, a sales tax or an employee to all the items in a sale. If you're using the Line Employee report to calculate employee commissions, applying an employee will assign all the items to them.

Under the items, click one of the buttons at the bottom right of the register:

Apply Employee

Apply Discount

Set Tax

Depending on your modification, select the employee, discount or sales tax from the available drop-down.

To apply your modification, click one of the buttons below:

Set Employee on all Sale Lines

Apply Discount

Save Sales Tax

Modifying individual items

You can change an item's quantity, price, discount, tax class, associated employee and set the item as either taxable or non-taxable. If a customer is attached to the sale, you can move the item to the Layaway or Special Ordertab in the register if you want to either reserve the item or order more quantities for them.

Click the item's description.

Enter, scan or select your desired modifications:

Quantity: Enter a different quantity or scan additionalitems in the Qty. field.

Price: Enter a new price in the Price field.

Discount: Select a discountfrom the Discount drop-down.

Tax: Enable or disable the Tax checkbox to mark the item as taxable or non-taxable.

Tax Class: Select a tax class from the Tax Class drop-down.

Employee: Select an employee from the Employee drop-down. If you're using the Line Employee report to calculate employee commissions, this will assign the item to the selected employee.

Click Save.

5. Processing a payment

You can use any of the following payment types configured in Settings > Payment Types section of your account to process a payment:

Please note that for debit transactions, only debit cards issued in the United States are compatible with Lightspeed Payments. Debit credit cards (such as Visa Debit or Mastercard Debit) from outside the U.S. are compatible provided your customer selects Credit on the payment terminal as the method of payment.

Depending on your cash drawer settings in Settings > GeneralOptions, its also important to note that the cash drawer could automatically open once your sale is finished.

Cash payment with Quick Pay

If your customer is paying for the entire sale in cash:

From the payment screen, click Cash.

Enter the amount of cash your customer has handed you by clicking the cash denomination buttons, entering the amount or clicking the MAX button. The Balance amount indicates whether you need additional cash from your customer or owe your customer change.

Click Finish Sale.

Card payment with Quick Pay

If your customer is paying for the entire sale with a credit or debit card:

From the payment screen, click Card.

Select a terminal.

Click Start Payment.

Process the credit or debit card at the terminal. If the payment is successful, the sale completes automatically.

Credit/Debit payment

With the Credit/Debit payment type, a customer has the choice to pay for the entire sale with their credit or debit card or pay for a part of the sale and use a combination of other payment types for the remaining balance.

Click Credit/Debit.

Enter an amount, select a terminal and click Start Payment.

Process the card at the terminal.

If your customer's card has insufficient credit or funds to cover the payment, Lightspeed Retail will partially approve the payment and charge the maximum available amount on the card if Allow Partial Approvals is enable in your Lightspeed Payments gateway settings. This is also true for card payments with Quick Pay. You can then click Back to Sale and your customer can pay for the balance with a different payment type. If they prefer, they can also choose to remove the credit or debit card payment and use a different payment type altogether. For more information on how to enable partial approvals, please see our Setting up payment processing with triPOS' Verifone MX 915 terminal article.

If your customer is using a combination of payment types or paying for the entire sale with a different payment type than Cash with Quick Pay, Card with Quick Pay or Credit/Debit:

Click Payment.

Depending on your customer's payment type(s), click the payment type(s) and enter or process an amount:

Cash: Enter the amount of cash your customer has handed you by clicking the cash denomination buttons, entering the amount or clicking the MAX button. The Balance amount on the right-hand side displays how much cash your customer owes you. The Change amount under the Cash field displays how much cash you owe your customer.

Custom: Enter the amount or click Max next to the associated payment type.

Click Finish Sale.

6. Printing or emailing the receipt (optional)

Once you click Finish Sale, you can either print the receipt, print the gift receipt or email the receipt to your customer.

If the Disable Receipt Auto Printing checkbox is deselected in Settings > Shop Setup > Printing, a print prompt for the receipt automatically appears after clicking Finish Sale. You simply need to click Print from the print prompt and hand the receipt to your customer. To select a different receipt option, click Cancel from the print prompt to return to the register.

If you're planning to be ecological and only email receipts, we recommend selecting the Disable Receipt Auto Printing checkbox so you can select the Email Receipt option directly after finishing a sale.

Printing the receipt

To print the receipt, click Print Receipt.

Printing the gift receipt

To print the gift receipt, click Print Gift Receipt.

Emailing the receipt

Click Email Receipt.

In the To Email Address field, enter your customer's emailaddress

Click Email Receipt.

What's next?

Now that you know how to make a sale with Lightspeed Payments, we recommend you review and explore the articles below to continue familiarizing yourself with the different payment features that your gateway supports:

To learn how to add deposits, refund deposits and make payments to customer accounts, click here.